Financial Analyst

at  Custodia

ABOUT CUSTODIA:

Custodia is a growing home management company offering a variety of seasonal and
subscription-based services to homeowners. We pride ourselves on delivering reliable,
customer-focused service while fostering a supportive and collaborative work environment. As we continue to expand, we are seeking a detail-oriented and motivated Accounting Assistant to join our team.

JOB SUMMARY:

The Financial Analyst will support the financial operations of Custodia by managing day-to-day accounting tasks, processing contractor payments, assisting with customer billing, and maintaining accurate financial records. This role is essential to ensuring smooth financial operations and compliance with accounting standards.

QUALIFICATIONS:

• Post-secondary education in accounting, finance, or a related field.
• Accounting designation (CPA, CMA, CGA) or working towards one.
• 3 to 5 years of experience in an accounting or bookkeeping role.
• Proficiency with accounting software (experience with QuickBooks is a plus).
• Strong understanding of accrual accounting principles.
• Excellent attention to detail and organizational skills.
• Ability to work independently and as part of a team.
• Strong communication skills, both written and verbal.

• Process weekly contractor invoices, including commission calculations and material reimbursements.
• Manage customer billing, including subscription payments for Home Management Plans (HMP) and seasonal packages.
• Reconcile accounts payable and receivable.
• Assist in preparing financial reports and statements.
• Maintain accurate and organized financial records.
• Support the onboarding of new customers from acquired customer lists.
• Ensure compliance with tax regulations, including HST submissions.
• Collaborate with team members to improve financial processes.